CRC

Curi RMB Capital Portfolio holdings

AUM $5.45B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.34B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$22.8M
3
+$16.7M
4
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.4M

Top Sells

1
+$37.9M
2
+$19.1M
3
+$14.6M
4
FICO icon
Fair Isaac
FICO
+$11.1M
5
CME icon
CME Group
CME
+$10.8M

Sector Composition

1 Technology 20.69%
2 Financials 17.19%
3 Industrials 9.98%
4 Healthcare 9.65%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$262K 0.01%
503
-663
477
$261K 0.01%
+801
478
$261K 0.01%
1,083
-880
479
$261K 0.01%
1,240
-2,408
480
$259K 0.01%
+11,400
481
$259K 0.01%
5,137
-24
482
$258K 0.01%
5,947
+2
483
$256K 0.01%
202
484
$254K 0.01%
7,115
-100,000
485
$248K 0.01%
+14,117
486
$248K 0.01%
3,497
-40
487
$244K 0.01%
2,573
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488
$244K 0.01%
9,355
-188
489
$243K 0.01%
6,034
490
$240K 0.01%
5,760
491
$240K 0.01%
4,339
492
$238K 0.01%
6,886
+20
493
$233K 0.01%
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494
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2,132
495
$231K 0.01%
1,144
-2,684
496
$230K 0.01%
3,019
-964
497
$222K 0.01%
3,332
-129
498
$222K 0.01%
16,489
-1,705
499
$220K 0.01%
4,209
-5,976
500
$220K 0.01%
2,264
18 19
20
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